Tug of War, Stifel CEO Exclusive, and Keeping It Clean 8/9/23

1

Introduction

00:00 • 3min

2

The Rise of Oil Prices

02:31 • 3min

3

The Energy Market Is Taking a Breath

06:00 • 4min

4

Steve Bill Ackman's Bet on the 30 Years Going to Five and a Half Percent

10:18 • 2min

5

The Economic Impact of the Capital Increase on the Banking Industry

11:48 • 3min

6

The Risks of Private Credit Disintermediation

14:32 • 2min

7

The Risks of a Real Recession

16:40 • 2min

8

The Market Has Discounted a Lot of This

18:20 • 2min

9

Montrose Environmental Group: Cleaning Up the Train Derailment in East Palestine

20:17 • 2min

10

The Potential for Clean Water Cleanup

22:15 • 4min

11

How Disney's ESPN Teams Up With Penn Entertainment to Launch a Sports Book

26:37 • 2min

12

The Big Business of Getting Your Oil Changed After the Break

28:43 • 4min

13

Valvoline's 10 Year Strategy

32:54 • 4min

14

ESPN's Sports Betting Deal With Penn Entertainment

36:54 • 5min

15

MasterCard Bans the Purchase of Marijuana on Its Debit Cards

41:53 • 1min

16

The Reversal of the Progress of Social Movements

43:21 • 3min